Brady A. Mickolichek

STRATEGIC ADVISERS LLC | Planning Consultant

DAYTON, MN

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CRD#: 5929458

Professional summary

Brady Aaron Mickolichek, CFP®, who also goes by Brady Aaron Mickolichek, Brady Mickolichek, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Dayton, Minnesota and FIDELITY BROKERAGE SERVICES LLC located in Minnetonka, Minnesota.

Brady is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Brady has worked at 8 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

Biography

As a Certified Financial Planner®, Brady brings a wealth of knowledge to working with clients. He enjoys with client and building meaningful relationships with the clients that he serves. When he is not in the office, he is probably mountain biking or playing with his dog, Neva.

Question & Answer

What are your service offerings?

Divorce Planning

Retirement Planning

Investment Planning

Tax Planning

Employee and Employer Plan Ben...

Comprehensive Financial Planni...

Estate Planning

Insurance Planning

Retirement Income Management

Social Security Planning

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

Brady Aaron Mickolichek | Brady Mickolichek

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brady Aaron Mickolichek's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

Education

St. Cloud State University

Bachelor of Science (BS) - Finance

2011

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #3: 11450 Wayzata Blvd, Minnetonka, MN 55305

RIA

CRD#: 104555

DAYTON, MN

Current

May 12, 2022 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 11450 Wayzata Blvd, Minnetonka, MN 55305

CRD#: 7784

Minnetonka, MN

Past

May 17, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

MINNETONKA, MN

Past

March 24, 2021 - January 12, 2022

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

WAYZATA, MN

Past

February 19, 2021 - January 12, 2022

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

WAYZATA, MN

Past

April 28, 2017 - February 1, 2021

ALL STAR FINANCIAL INC

RIA

CRD#: 110718

MINNEAPOLIS, MN

Past

June 10, 2015 - March 15, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Minneapolis, MN

Past

June 10, 2015 - March 15, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Minneapolis, MN

Past

April 3, 2015 - June 24, 2015

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

Bloomington, MN

Past

March 17, 2015 - June 24, 2015

ALLSTATE FINANCIAL ADVISORS, LLC

RIA

CRD#: 109524

BLOOMINGTON, MN

Past

June 18, 2012 - July 16, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

MINNEAPOLIS, MN

Past

May 16, 2012 - July 16, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(5/25/2022)

Florida
(5/13/2022)

Illinois
(1/8/2025)

Indiana
(1/12/2024)

Iowa
(5/12/2022)

Massachusetts
(7/11/2025)

Minnesota
(5/13/2022)

IAR

Minnesota
(3/31/2025)

North Dakota
(5/16/2022)

Rhode Island
(1/31/2025)

South Dakota
(6/2/2022)

IAR

Texas
(3/31/2025)

Wisconsin
(5/12/2022)

Wyoming
(7/22/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 5/4/2021

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 6/15/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 1/2/2023

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/15/2012

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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Contact information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Mailing Address

Phone number

(617) 563-7000

Established

Firm type

Fiscal year end

# of Employees

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,486,631
AUM (Assets Under Management)	$ 1,067,664,605,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Brady A. Mickolichek

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brady Aaron Mickolichek's CRS (Customer Relationship Summary).

Certified licenses

Education

St. Cloud State University

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

ALL STAR FINANCIAL INC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

ALLSTATE FINANCIAL SERVICES, LLC

ALLSTATE FINANCIAL ADVISORS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/4/2021

Series 66

Date: 6/15/2012

SIE

Date: 1/2/2023

Series 7

Date: 5/15/2012

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

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